Abstract: Under the dual effects of technological progress and guidance of policies, solar energy and wind energy have become fastest developed renewable energy in recent years. The cost of electric power generation drops quickly while the market competitiveness is continually on the rise. Solar energy and wind energy have become the main body for incremental installed capacity of electric power and will develop into the main body of existing installed capacity. International oil majors have obviously increase their investment for solar energy and wind energy in the past two years though their investment in this area is different from time to time. Based on capital operation, they cooperate with the leading enterprises for a win-win development. The solar energy and wind energy application projects launched by China’s oil companies can help themselves reduce the cost and discharge and promote transformation of the company. It is proposed that the oil companies should increase renewable energy power consumption, promote natural gas power development in harmony with renewable energy, and actively launch offshore wind power projects. They should cooperate with other energy enterprises to bring about transformation from oil and gas suppliers to energy suppliers.

摘要： 在技术进步与政策引导的双重作用下，太阳能和风能成为近年发展最快的可再生能源，发电成本快速下降，市场竞争力不断增强，已经成为电力装机的增量主体，未来将发展成为存量主体。国际石油公司对太阳能和风能领域的投入虽然有反复，但近两年明显加大投入，通过资本运作快速进入市场，借助与领先企业的合作实现共赢发展。我国石油公司开展太阳能和风能利用项目，有利于实现成本节约与节能减排，促进公司转型发展。建议石油公司增加可再生能源电力消纳，促进天然气与可再生能源电力的融合发展，积极发展海上风电项目，与其他能源企业开展合作，从油气供应商向综合能源供应商转变。

关键词: 太阳能, 风能, 石油公司, 产业, 技术, 竞争力